Both ASML and TSMC say AI demand outstrips everything they can build, but each company is betting on a different strategy to close that gap. One controls the scarcest tool in chipmaking…
China's tech giants just placed chip orders so massive that Nvidia admitted it cannot guarantee filling them, and the stock barely flinched. The reason why reveals something surprising about where Nvidia's real…
While AI companies race to borrow billions and bet on the next winning model, one position quietly collects a fee from every chip they need to run. Here is why the financing…
Both Arista and Cisco just posted record AI-driven results, yet their stocks sold off hard. One company offers margin-rich focus while the other controls its own silicon, and the scale-across design wins…
Although Wall Street spent much of October worrying about a tech slump, Apple (NASDAQ:AAPL | AAPL Price Prediction) stock pushed to new highs as its first foldable phone arrived. Apple opened worldwide…
Taiwan just announced plans to criminalize AI chip shipments to China, and the legal gap still open is the only thing standing between three major semiconductor companies and a tighter regulatory net.
A Delaware jury verdict is adding to the pressure on Arm Holdings (NASDAQ:ARM | ARM Price Prediction) as a broad selloff in chip stocks extends its run. Arm stock is down 5%…
AMD's data center revenue just doubled and gigawatt-scale AI deals keep piling up, but a trailing P/E of 228 and a beta above 2.4 mean the stock can hurt as fast as…
Harvard's endowment just posted its best return in years, and the single stock sitting at the center of its public portfolio tells you something unexpected about how the world's richest university is…
TSMC just delivered its sixth consecutive record profit quarter and raised its full-year growth outlook, yet the stock quietly slid back to where it traded a month ago. Something in the details…
Alex Sirois Jensen Huang admits Nvidia can only fill about 70% of current demand, and Taiwan's government just backed a multibillion-dollar bet that moving suppliers to Texas soil changes that equation for both Nvidia…
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) stock trades at $418.90, down 3% even after the chipmaker posted a sixth consecutive quarter of record profit. A record report from the world’s…
Seoul's circuit breakers fired before most U.S. investors finished their morning coffee, and a surprise inflation print from Washington is making a bad situation worse for anyone holding Korean chipmakers.
Taiwan Semiconductor keeps raising its own growth targets while its share price moves in the opposite direction, and third-quarter results will determine whether that gap closes in investors' favor or widens into…
An investment boom can create real businesses and still leave shareholders paying too much for them. Artificial intelligence presents just that scenario: chip suppliers collect revenue today, while their customers must turn…
